ANALYST Q&A
MWC24 Hopes and Expectations
Dario Talmesio
Research Director - Service Provider Strategy & Regulation,
Omdia
Kester Mann
Director - Consumer & Connectivity, CCS Insight
Matthew Howett
Founder & CEO, Assembly Research
Radhika Gupta
Head of Data Acquisition, GSMA Intelligence
Dario Talmesio
Research Director - Service Provider Strategy & Regulation,
Omdia
Q: What trends and topics are expected to shape MWC 2024?
A: I expect MWC24 to develop around four themes: AI across the board, meaning that the scope of CSPs' activities in AI will broaden and embrace every aspect of their technology and corporate life.
Secondly, network security and digital sovereignty will be central. Thirdly, and perhaps most importantly, B2B-related developments will be key for many CSPs. We will see a strong push from CSPs as suppliers of digital transformation services for enterprises. Of course, networking is still CSPs' leading product, but we will likely see them expanding into more transformative technologies.
Finally, ESG. For many years, we have seen telecom operators discussed how to cut energy consumption and carbon footprint. This year, we can expect CSPs to start offering some of their capabilities to third parties and turning from being part of the problem to being one of the solutions.
We are also going to see more of the “S” of ESG which is as important but relatively overlooked.
Q: What are the biggest challenges facing the mobile industry right now?
A: The economics of the telecom industry still need to be improved. We expect CSPs to remain vocal on this point, especially about industry structure and willingness to change through consolidation. Overall, the telecom industry is growing slowly, it is both capital-intensive and expensive to run.
CSPs and their newly acquired government friends need to find a way to improve this. Technology development helps, but industrial policies can give more long-term reassurance that the telecom business is worth investing in.
Q: Which technologies do you think are currently over- and underhyped?
A: There are some elements of overhype in AI. It is probably one of the classic examples of overestimating the short-term effect and underestimating its long-term impact. 5G is currently overlooked, even though it does represent a paradigm shift for telecoms. 5G is indeed taking longer than anticipated to bear its fruits, but that does not take away from the fact that it is a revolutionary technology.
Q: How big of a topic will 6G be and why?
A: The year of 6G is yet to come at MWC, but we’re getting close. It is becoming evident that 5G is evolving steadily towards something that already resembles 6G, or at least today's vision of 6G.
Many discussions at MWC will be instrumental to the development of 6G standards and we can expect CSPs to have strong views about the technology. 6G needs to be inexpensive unless it has a clear monetisation path.
Q: What's the most eye-catching thing you've ever seen on the showfloor?
A: Any exhibitor with a good coffee catches my eye, but demo areas with robotics and XR are fascinating, anything that offers a glimpse into the future.
What would be your top tip for a first time attendee?
A: Go big or go home. As an MWC veteran, I'd recommend first-timers to embrace it all. It will be exhausting, but there are too many interesting people, companies and good conversations to have.
As a first timer, I'd try to catch it all and be inebriated by MWC. Perhaps a few years later, I'd keep a more sobering and targeted approach.
Kester Mann
Director - Consumer & Connectivity,
CCS Insight
Q: What trends and topics are expected to shape MWC 2024?
A: AI, and particularly GenAI, will be everywhere. It’s currently the hottest topic in tech and it will be hard to escape it. The evolution to 5G standalone will also be an important theme, while some companies may use MWC to place an early stake in the ground for 6G.
Private networks, open RAN, edge computing, satellite, network APIs, extended reality, and fixed wireless access will also dominate discussions. Underpinning everything will be a focus on sustainability and the environment.
Q: What are the biggest challenges facing the mobile industry right now?
A: Despite surging demand, the mobile industry is in a tough place. Telcos’ underwhelming share prices reflect continued uncertainty over the returns achievable on expensive 5G investments as new use cases for the consumer market fail to materialise.
A fragmented European sector with too many competing players compounds the problem and the industry’s next big hope, 5G standalone, appears a more technically demanding upgrade than many had hoped. A lacklustre mobile phone market, the threat of new competition from players outside the industry, and economic uncertainty forcing enterprise customers to put investments on hold bring additional challenges.
The ‘telco to techco’ transition also presents a myriad of opportunities for operators and is one I suspect we’ll hear a lot at MWC.
Q: How can operators capitalise on the GenAI hype?
A: GenAI offers many new opportunities to operators and they should already be moving to embrace them. The most obvious is customer care, helping automate responses to client enquiries or supporting agents to reply more quickly and accurately. It can also assist with network planning and configuration, identify potential faults and predict threats. In the future, telcos should partner with big tech to offer AI services to companies, support them on their digital journeys, help them reduce costs and achieve sustainability targets.
Q: What’s the most eye-catching thing you’ve ever seen on the showfloor?
A: This will be my 18th year coming to this event, so it’s hard to pick a single thing that’s caught my eye over all that time. Ooredoo’s 5G enabled aerial taxi, Orange’s synchronised haka, NTT Docomo’s 6G Human Augmentation Platform, Vodafone’s prototype open RAN 5G “network in a box”, and SK Telecom’s 4D roller coaster are among many that spring to mind.
Q: What excites you the most about MWC each year?
A: Reacquainting with old industry contacts and making new ones. MWC is such a brilliant networking event, where else can you speak to all the major industry players from around the world under a single roof? There’s always a buzz about the show and I particularly enjoy that first walk around the halls on the Monday morning, to see how each company is positioning itself.
Q: What would be your top tip for a first time attendee?
A: Be selective and plan well. There will be hundreds of exhibitors and dozens of sessions, so it’s impossible to see everything. Pace yourself and try avoid arranging back-to-back meetings, getting from one end of the Fira to the other can take a while. Make sure to wear comfy shoes too! Where possible, use public transport. It’s usually quicker and cheaper than getting taxis and you’d be doing your bit for the environment too.
Matthew Howett
Founder & CEO,
Assembly Research
Q: What trends and topics are expected to shape MWC 2024?
A: With my regulatory and policy hat on, I’ll be looking to hear what the latest mood is in terms of mobile consolidation in Europe. Regulators seem more willing to consider such transactions, but it’s not clear competition authorities agree.
With key [EU] legislative instruments such as the DSA and DMA now in force, how the industry is preparing for compliance now becomes the focus. ‘Fair share’ may have dominated last year’s event, but this year surely AI is set to be the show’s biggest talking point.
Q: What are the biggest operator opportunities in 2024?
A: Europe’s regulatory landscape is in flux. With a new Commission mandate pending and impetus for a ‘reset’, there’s a real sense that change is coming. Operators should grasp this opportunity to ensure policymakers recognise the economic potential of the sector and its vital role in all our lives. A regulatory rulebook that’s fit for purpose is the prize. The ‘telco to techco’ transition also presents a myriad of opportunities for operators and is one I suspect we’ll hear a lot about during the congress. It is characterised by higher efficiency, agility and scalability, and a focus beyond traditional markets. It’s an opportunity for collaboration with those companies that have traditionally been seen as both competitors and partners to drive the transformation of telecoms networks.
Q: How do you see the satellite connectivity market developing in the next year?
A: For me, satellite is an important part of the connectivity patchwork, and I’d argue will only become more important, particularly as commercial rollouts of fixed and mobile technologies reach completion and only the hardest to reach places remain.
It has a super important role to play in reducing the digital divide, and of course supporting vital communications during natural disasters and emergencies. Expect to see further partnerships announced between satellite providers and operators.
Q: How big of a topic will 6G be and why?
A: Important groundwork is underway for the development of 6G, particularly off the back of the WRC, and Europe’s role in setting the standards. However I’d urge caution and would like to see some of the hype taken out. Many of the more interesting upgrades and deployments of 5G are yet to happen and a too-early obsession with a new ‘G’ is an unwelcome distraction as operators look to monetise existing services.
Q: What excites you the most about MWC each year?
A: It truly is a great opportunity to meet with colleagues and peers from across the industry, and from around the world. Those encounters over drinks and dinner are just as important as the content discussed in the halls and keynote theatres.
There are very few events where you can meet all in one place, albeit on a sometimes daunting scale!
Q: What would be your top tip for a first time attendee?
A: Don’t overdo it on the pre-arranged meetings. You’ll be running around frantically and miss some of the great scheduled sessions and those chance encounters. Dress comfortably, and be creative for lunch – those queues are long! You also won’t have much time to enjoy the beautiful city of Barcelona, so get a return visit planned without the laptop.
Radhika Gupta
Head of Data Acquisition,
GSMA Intelligence
Q: What trends and topics are expected to shape MWC 2024?
A: This year's theme is "Future First," which brings together various industries to realise the potential of the future. AI, cloud, and edge will be the focus of numerous innovations.
Expect to see products and solutions for 5G-Advanced and RedCap (to support 5G IoT) by the vendor ecosystem while telcos give us a glimpse of their potential use cases. There are also likely to be innovations promoting sustainability and energy-efficiency.
Personally, I would love to see the use of robots beyond striking up conversations and doing mundane tasks and get a glimpse of how they can drive efficiencies while enabling digital transformation.
Q: What are the biggest operator opportunities in 2024?
A: Some major operators have reshaped their growth strategies targeting transformation from a traditional ‘connectivity telco’ to a ‘digital telco’, eyeing new opportunities. Within B2B, revenue opportunities lie in network-cloud integration, custom networks, and AI-enabled solutions. In B2C, cloud/mobile gaming, XR and fintech will continue to gather pace.
However, when taken individually, such services generate significantly lower revenues than connectivity, so operator opportunities lie in both cost reduction and revenue growth.
The increasing use of AI solutions to improve operational and network management efficiencies opens up new cost-saving opportunities, and the increasing number of AI-related partnerships between ecosystem players is a sign of things to come.
Q: Which technologies do you think are currently over- and underhyped?
A: The term underhyped technology is not relevant to our industry. In the nascent stages of any technology or innovation, our industry has a history of overhyping expectations.
As to the current overhyped technology, I believe it must be AI. Undoubtedly, AI has the potential to transform business solutions, increase productivity, and drive efficiencies.
However, the pace at which the industry is developing AI solutions without considering the risks and challenges makes it overhyped.
Q: Which session in the agenda do you think is unmissable?
A: Every session at MWC offers insightful discussions so it is very difficult to pin down a few. The keynotes give insights into the broader trends and topics shaping our industry, and hence are important for everyone. Keynote 1 marking the official opening and setting the tone of the show is always unmissable for me.
Q: What excites you the most about MWC each year?
A: There is a long list of reasons. MWC is a one-stop place to connect with the industry leaders and decision makers. It’s an opportunity to gain first hand experience of the latest trends and innovations, as well as understanding how they are shaping the future.
The immense networking opportunities at the show makes it simple to connect with the wider industry. Most importantly, as a GSMA team member, the sense of pride I feel after experiencing the energy and vibrancy of MWC is unparalleled.
Q: What would be your top tip for a first time attendee?
A: My first top tip would be to carry a pair of comfortable shoes. Whether you are in meetings, attending sessions or visiting stalls, you will be on your feet for a significant amount of time.
Also, if you are visiting Barcelona for the first time, carve out some time to explore the beautiful architecture of the city, and enjoy the sun and sand.